December 21st, 2020 Financial Perspectives

Category: Investing » Alternative Investments

By Kent Kramer

12/21/2020

1:07 - In the News: Vaccines, Employment, and Markets
4:09 – Bitcoin and Tesla Market Performance
5:00 – Bitcoin: What is it?
9:08 – Bitcoin Risks

Are You Really Ready to Exit Your Business?

Category: Financial Planning » Closely Held Business » Business Entities

By Walt Mozdzer

12/08/2020

It’s one thing to turn in the office keys and ride off into the sunset as a former W-2 employee, but what about those who started and built businesses?

The Invisible Tax

Category: Financial Planning

By Marcus Iwig

12/07/2020

One of the things married couples often do not consider in their planning is what I like to call the “Invisible Tax.”

December 7th, 2020 Financial Perspectives

Category: Investing » Foster Group Investment Principles » Advance with Science

By Kent Kramer

12/07/2020

1:10 - In the News: COVID-19 Surges, Vaccines, and Employment
3:32 – November Market Review
4:14 – Equity Factors
4:41 – Macroeconomic Factors Overview
5:00 – Style Factors Overview
7:07 – Style Factors in the Market

Home Sweet Home, or an Investment?

Category: Financial Planning » Behavioral Finance

By Brittany Heard

11/24/2020

Homes are commonly thought of as investments. It’s easy to see why. For most of us, it’s the single biggest thing on our balance sheets for years.

What This Year Reminds Us About Fixed Income

Category: Investing » Asset Allocation

By Matt Moklestad

11/24/2020

This year has reminded us of the many important roles that fixed income can play in portfolios.

November 23, 2020 Financial Perspectives

Category: Investing » Equity / Stocks

By Kent Kramer

11/23/2020

1:13 - In the News: COVID-19 Cases, Employment Recovery
2:36 – Elections through Inaugurations
3:15 – Equity Factors: Comparison of Various Stock Indexes
5:24 – Expectations: Thinking Back to March 23, 2020

The Four Uses of Money

Category: Financial Planning » Cashflow » Budget Spreadsheet

By Joe Bantz

11/06/2020

Did you know that there are just four uses of money? They are Owe, Grow, Give, and Live. 

Elections and Your Money Part II: Post-Election

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Kent Kramer

11/05/2020

In this Q+A-style webinar, Kent Kramer and Jason Brown addressed: Questions arising from the November 3rd election, what has, hasn’t, and could change as a result of our country’s decision, and how investors should respond to the uncertainty surrounding the election.

2019 Vectors & Viewpoints Q2

Category: Foster Group

By Foster Group

06/14/2019

Our quarterly newsletter covers the latest Foster Group news and updates. 

Money and Emotions

Category: Financial Planning » Behavioral Finance

By Brittany Heard

06/14/2019

The first step to managing emotions in financial decisions is to understand the script or story you are telling yourself about money and where it came from.

Being a Counterintuitive Investor – Do Stock Markets Follow GDP?

Category: Investing » Foster Group Investment Principles » Accept Uncertainty

By Kent Kramer

06/06/2019

It turns out GDP growth rates and stock market performance are not highly correlated in the way we would expect.

Alphabet Soup at Foster Group

Category: Foster Group

By Matt Abels

05/31/2019

Our goal at Foster Group is to create an exceptional client experience. One way we try to achieve that is by having exceptional advisors.

457(b): The Good, The Not so Good, and The Not Good at All

Category: Financial Planning

By Ross Polking

05/28/2019

457(b) plans can be a great vehicle for retirement savings if available, but they are often complex and come with restrictions 401(k) and 403(b) plans don't have.

High Profit vs Low Profit: The Returns Are In!

Category: Investing » Foster Group Investment Principles » Advance with Science

By Brad Rempe

05/17/2019

If higher returns are offered to riskier investments, why is it that companies with higher profits generate better returns? Aren�t these companies less risky?

Stuff I’ve Learned

Category: Financial Planning

By Jason Brown

05/15/2019

Random, interesting stuff (at least to me!) I’ve learned since joining Foster Group.

5 Ways to Make Your Investment Portfolio More Tax-Efficient

Category: Investing

By Matt Moklestad

04/29/2019

Just like you pay taxes on the income you earn at your job; you also must pay taxes on the income or gains earned on your non-retirement investments.

Set It and Don’t Forget It

Category: Financial Planning » Retirement Planning » Beneficiary Planning

By Wade Den Hartog

04/18/2019

Working with a financial advisor is a great start to having someone inventory and help you keep track of the beneficiaries, or lack of, on your accounts.

Spring Training Thoughts for Your Portfolio

Category: Financial Planning » Retirement Planning » Asset Location

By Brad Rempe

04/15/2019

While the impact of each may not be dramatic on their own, collectively they add up and represent the things we do to incrementally add value to our clients.

When Fraudsters Strike

Category: Foster Group

By Kate Juelfs

04/05/2019

If you are a victim of fraudulent activity, securing your compromised identity can be overwhelming. Here are a few critical steps to this process.

Foster Group Receives Recognition as a 2019 Gallup Great Workplace Award Winner

Category: Foster Group

By Foster Group

03/29/2019

Gallup recognized Foster Group as a 2019 Great Workplace Award winner. They are one of only two employers in Iowa and Nebraska to be a part of the list.